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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,659 | $96,678+44.5% | $86,640+61.2% | $139,466+0.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.70% | 106.69%-91.0pp | 592.52%-576.8pp | 373.66%-358.0pp |
| Employer contribution / active EE | $6,934 | $3,265+112.4% | $3,024+129.3% | $4,754+45.9% |
| Participant deferral / active EE | $8,017 | $4,837+65.7% | $4,438+80.6% | $6,712+19.4% |
| Admin fee / account holder | $2,378 | $6,410-62.9% | $5,616-57.6% | $11,409-79.2% |